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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,409 | $100,970-15.4% | $96,576-11.6% | $137,256-37.8% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 15.65% | 38.16%-22.5pp | 38.47%-22.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,536 | $3,809-59.7% | $3,553-56.8% | $4,156-63.0% |
| Participant deferral / active EE | $2,416 | $8,286-70.8% | $7,956-69.6% | $6,407-62.3% |
| Admin fee / account holder | $8,014 | $11,312-29.2% | $11,381-29.6% | $12,270-34.7% |